Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Southern Co as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,126
- +146 vs. Q3 2024
- Shares held
- 746.5M
- +7.13M (+1.0%) vs. Q3 2024
- Total value
- $61.4B
- −$5.05B (−7.6%) vs. Q3 2024
- New holders
- 271
- 876 more added
- Sold out
- 125
- 675 more reduced
30 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 5,008,039 | $412.3M | 0.28% | −31,985−0.6% | Reduced |
| UBS Asset Management Americas Inc | 5,208,872 | $428.8M | 0.10% | +979,756+23.2% | Added |
| Invesco Ltd. | 5,325,294 | $438.4M | 0.08% | +746,975+16.3% | Added |
| UBS Group AG | 5,365,096 | $441.7M | 0.10% | +613,561+12.9% | Added |
| Nuveen Asset Management, LLC | 5,489,536 | $451.9M | 0.13% | −708,498−11.4% | Reduced |
| Charles Schwab Investment Management Inc | 6,599,710 | $543.3M | 0.10% | +194,114+3.0% | Added |
| Bank of America Corp | 7,197,835 | $592.5M | 0.05% | −1,303,207−15.3% | Reduced |
| Bank of New York Mellon Corp | 7,633,606 | $628.4M | 0.12% | +652,596+9.3% | Added |
| Legal & General Group Plc | 8,308,053 | $683.9M | 0.18% | +153,431+1.9% | Added |
| Goldman Sachs Group Inc | 8,427,741 | $693.8M | 0.13% | +863,653+11.4% | Added |
| Royal Bank of Canada | 8,475,998 | $697.7M | 0.15% | +1,070,991+14.5% | Added |
| Ameriprise Financial Inc | 9,269,678 | $763.1M | 0.20% | −226,500−2.4% | Reduced |
| Norges Bank | 10,301,496 | $848.0M | 0.11% | −581,983−5.3% | Reduced |
| Northern Trust Corp | 10,805,269 | $889.5M | 0.13% | +460,594+4.5% | Added |
| Morgan Stanley | 11,491,827 | $946.0M | 0.07% | +225,601+2.0% | Added |
| Franklin Resources Inc | 14,099,428 | $1.16B | 0.32% | −50,974−0.4% | Reduced |
| GQG Partners LLC | 14,802,254 | $1.22B | 1.81% | −1,753,649−10.6% | Reduced |
| Price T Rowe Associates Inc | 15,876,440 | $1.31B | 0.15% | −2,147,937−11.9% | Reduced |
| Massachusetts Financial Services Co | 21,920,407 | $1.80B | 0.57% | −3,245,816−12.9% | Reduced |
| Geode Capital Management, LLC | 25,050,209 | $2.06B | 0.16% | +528,870+2.2% | Added |
| Capital International Investors | 27,244,117 | $2.24B | 0.42% | −1,285,824−4.5% | Reduced |
| FMR LLC | 28,215,976 | $2.32B | 0.14% | −1,159,616−3.9% | Reduced |
| JPMorgan Chase & Co | 55,807,575 | $4.59B | 0.36% | +1,082,850+2.0% | Added |
| State Street Corp | 57,646,249 | $4.75B | 0.19% | −1,282,388−2.2% | Reduced |
| BlackRock, Inc. | 83,741,812 | $6.89B | 0.14% | +3,252,999+4.0% | Added |
| Vanguard Group Inc | 102,790,453 | $8.46B | 0.15% | +698,422+0.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −236,143−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −120,916−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −117,925−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −107,860−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −96,501−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −87,594−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −73,382−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −71,782−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −49,927−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −40,423−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −36,242−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −35,943−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −35,205−100.0% | Sold out |
| St. Louis Financial Planners Asset Management, LLC | 0 | $0 | 0.00% | −23,555−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,413−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −17,434−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −14,208−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −13,089−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −9,791−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −6,388−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −6,109−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −5,467−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −5,367−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −5,094−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Leslie Global Wealth, LLC | 0 | $0 | 0.00% | −4,678−100.0% | Sold out |
| Madison Park Capital Advisors, LLC | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −4,346−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Gentry Private Wealth, LLC | 0 | $0 | 0.00% | −4,029−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Colton Groome Financial Advisors, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| Rainey & Randall Investment Management Inc. | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| FSA Advisors, Inc. | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −3,236−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,577−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Old Mission Investment Co LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| MBA Advisors LLC | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Hardin Capital Partners, LLC | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,421−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −2,412−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Forbes Financial Planning, Inc. | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Partners in Financial Planning | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |